ALTFEST L J & CO INC DIOD — DIODES INC

Ownership history in ALTFEST L J & CO INC  ·  3 quarters on record

AI Ownership Summary

ALTFEST L J & CO INC reported DIODES INC (DIOD) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.11% in 2026 Q3. The latest visible filing shows DIOD at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DIOD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALTFEST L J & CO INC's position in DIODES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

DIOD was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ALTFEST L J & CO INC held DIOD — position size vs. price
% of Fund (quarterly)    DIOD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 11,106 +3,942 +55.0% 0.11% $1.1M 2026-10-27 $88.57
2026 Q2 REDUCED 35.8% -11.9% ✅ 7,164 -3,991 -35.8% 0.08% $784K 2026-07-30 $82.00
2026 Q1 INITIATED — — — 11,155 — — 0.08% $761K 2026-04-28 $96.67

FAQ About ALTFEST L J & CO INC and DIOD

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALTFEST L J & CO INC reported owning DIOD?

ALTFEST L J & CO INC reported DIOD across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported DIOD position in ALTFEST L J & CO INC's portfolio?

The largest reported portfolio weight for DIOD was 0.11% in 2026 Q3.

What is the latest reported DIOD position on this page?

The most recent filing on this page is 2026 Q3, when ALTFEST L J & CO INC reported 11,106 shares, equal to 0.11% of portfolio, with an estimated market value of $1.1M.

What does the chart on this DIOD ownership page compare?

The chart compares ALTFEST L J & CO INC's quarterly DIOD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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